Financial Planning: Navigating Retirement
June 5, 2025
Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond.
Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond.
Against the backdrop of heightened political uncertainty and lower consumer sentiment, investors may have concerns about a recession.
To improve the odds that our business wins long term, it’s essential that we build up our defense against threats, both internal and external.
The International Trade Administration defines a tariff as “a tariff or duty is a tax levied by governments on the value including freight.”
When we experience bouts of market volatility, it can be disconcerting to watch our account balance decline in value.
In times of uncertainty and/or adversity, refocusing on the fundamentals is a time-tested solution.
When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?
IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group.
Financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health.
Should you do Roth conversions? You want a definite answer. Unfortunately, the always present “it depends” is the real answer.
If you want to go far, go together. Let’s explore some of the reasons why having the right team can help you go far(ther).
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.
Are you familiar with how our federal tax code originated?